DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Singer Wealth Advisors Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Keith Eric Singer | Singer Wealth Advisors Inc. independent RIA | Investacorp Advisory Services Inc other | Other | Mar 1, 2022 | Jul 15, 2016 |
| Harris Morgan Dzwonkowski | Singer Wealth Advisors Inc. independent RIA | Miraberg Wealth LLC unclassified | Other | Jul 27, 2021 | Sep 2, 2021 (37 d) |
| Darren Gregory Jurick | Singer Wealth Advisors Inc. independent RIA | Murray Street Capital Advisors, LLC independent RIA | RIA to RIA | Mar 20, 2020 | Apr 13, 2020 |
| Craig Herbert | Singer Wealth Advisors Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2019 | Nov 21, 2019 (34 d) |
| Scott David Carl | Singer Wealth Advisors Inc. independent RIA | Madison Avenue Securities, LLC independent RIA | RIA to RIA | Mar 27, 2018 | May 2, 2018 (36 d) |
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5 moves match.